N.E.W. Advisory Services’s Eagle Point Credit Company ECC Stock Holding History

N.E.W. Advisory Services’s Portfolio ECC Stock Details ECC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.02K	Sell	1,349 -1,752	-56%	-$6.98K	﹤0.01%	739
2026 Q1	$11.7K	Sell	3,101 -2,199	-41%	-$10.2K	﹤0.01%	599
2025 Q4	$30.5K	Buy	5,300 +2,650	+100%	+$16.1K	﹤0.01%	427
2025 Q3	$17.5K	Hold	2,650	–	–	﹤0.01%	486
2025 Q2	$20.3K	Sell	2,650 -1,650	-38%	-$12.6K	﹤0.01%	460
2025 Q1	$34.8K	Buy	+4,300	New	+$37.1K	﹤0.01%	414

Other funds holding ECC

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

N.E.W. Advisory Services's ECC Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Eagle Point Credit Company (ECC) stake by 56% in Q2 2026, selling an estimated $6.98K and leaving 1,349 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

N.E.W. Advisory Services first reported a position in ECC in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.8K in Q1 2025. 115 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

N.E.W. Advisory Services held 1,349 shares of Eagle Point Credit Company worth $5.02K as of Q2 2026.
N.E.W. Advisory Services sold 1,752 Eagle Point Credit Company shares in Q2 2026, an estimated $6.98K.
Eagle Point Credit Company made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #739 holding.
N.E.W. Advisory Services first reported a position in Eagle Point Credit Company in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Eagle Point Credit Company position peaked at $34.8K in Q1 2025.
115 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.